Importing Your W-2, 1099, and 1098 Forms

Information from the following forms can be imported from participating employers and institutions:

• Form W-2 (Wages and Tax Statement)
• Form 1098 (Mortgage Interest Statement)
• Form 1099-B (Proceeds from Broker and Barter Exchange)
• Form 1099-DIV (Dividend Income)
• Form 1099-INT (Interest Income)
• Form 1099- MISC (Miscellaneous Income)
• Form 1099-OID (Original Issue Discount)
• Form 1099-R (Retirement Plan Distributions)

Here's what cannot be imported:

• Data from non-participating employers or financial institutions.
• Prior-year data from participating employers and financial institutions. 
• Employee Stock Purchase Plan (ESPP) information.

In addition, you should be aware that:

• TurboTax Online Free Edition and TurboTax Business do not support data import.
• Most employers and financial institutions won't have data ready for import until February.
• There is a limit to the number of transactions you can import from your broker. More info

TurboTax uses the EIN you enter to determine whether you can import your W-2. Here's how to get there:

1. Open your return in TurboTax.
2. Click Federal Taxes (or Personal if using Home & Business) and proceed through the interview until you get to the Let's Start With a Bit of Info From Your W-2 screen.
3. Enter the Employer Identification Number (EIN) and click Continue.
   • If TurboTax recognizes your employer as a participating W-2 partner, you'll see Great News! We Can Enter Your W-2 For You.
   • If your employer isn't a participating W-2 partner, you'll see a different screen where you can manually enter your W-2. The rest of these steps will not apply.
4. Enter the requested info, which vary by employer. For example:
   • Your employee benefit account user name and password;
   • Your Social Security number and your employee benefits account PIN;
   • Your Social Security number, EIN, and the info from your W-2's Box 1 and Box d.
   • If you need help finding your credentials, use the payroll provider's contact info provided on the screen.
5. Enter your credentials and then click the Import My W-2 button at the bottom of the screen. 

If you need to import multiple W-2 forms in TurboTax:

1. Click the Federal Taxes tab, and then click Wages & Income. (Home & Business version: Click thePersonal tab, and then click Personal Income.)
2. Click the Select Specific Topics button.
3. To the right of the first entry, W-2 Income, click View List to expand the topics list.
4. Click the Revisit button.
5. Click the Add Another W-2 button. (Joint returns will have two buttons, one for each taxpayer; make sure to click the correct one.)

Select your TurboTax version for instructions. Which one am I using?

TurboTax Online

1. In TurboTax Online, select Tools in the upper right corner, and then click Topic Search in the Tools Center window.
2. Type import in the "I'm looking for" field.
3. Scroll through the list to find the specific topic you want (for example, importing 1099 information) and then click Go.
4. Follow the on-screen instructions.

TurboTax CD/Download software

1. From the File menu, select Import, and then select From Financial Institutions.
2. Wait a moment while TurboTax updates the list.
3. Select your financial institution from the list and click Continue.
4. Enter your login information for your financial institution and then click Continue.
5. Follow the onscreen instructions.